Progress and Future of Trade Logistics Connectivity in ASEAN+6
SYMPOSIUM: ASEAN TRADE LOGISTICS CONNECTIVITY
ASEAN+6 LOGISTICS CONNECTIVITY AT THE CROSSROADS:
PRORGESS AND FUTURE
Progress and Future of Trade Logistics
Connectivity in ASEAN+6
China
Mr. Zhang Zhenhui
Yunnan Integration Investment Co., Ltd.
4 September 2015
BITEC Bangkok Thailand
9/7/2015
云 南 整 联 投 资 有 限 公 司
Import and export trades
进出口
Infrastructure Investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
2
云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure Investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
3
云 南 整 联 投 资 有 限 公 司
Chinese import and export in 2014
China import and export value
Export
Import
Trade surplus
￥ 26.43 trillion, 2.3% ↑
￥ 14.39 trillion, 4.9% ↑
￥ 12.04 trillion, 0.6%
￥ 2.35 trillion
2014 中国进出口总值26.43万亿元人民 ，增长2.3%
中，出口14.39万亿元，
增长4.9% 进口12.04万亿元， 降0.6%
易 差2.35万亿元，扩大45.9%
9/7/2015
4
云 南 整 联 投 资 有 限 公 司
Total trade (RMB)
European Union: ￥ 3.78 trillion, 8.9%↑
United States:
￥ 3.41 trillion, 5.4% ↑
ASEAN :
￥ 2.95 trillion, 7.1% ↑
Africa:
￥ 1.36 trillion, 4.3% ↑
Russia:
￥ 585.19 billion, 5.6% ↑
India:
￥ 433.55 billion, 6.8% ↑
Japan:
￥ 1.92 trillion, 1% ↓
Hong Kong:
￥ 2.31 trillion, 7.2% ↓
9/7/2015
Five major trading partner
European Union
The United States
ASEAN
Hong Kong and
Japan
五大 易 伴
欧盟 美国
盟 香港和日本
易总额 人民
欧盟 3.78万亿元，增长8.9%
美国 3.41万亿元， 增长5.4%
盟 2.95万亿元，增长7.1%
非洲 1.36万亿元，增长4.3%
罗
5851.9亿元，增长 5.6%
印度 4335.5亿元，增长6.8%
日本 1.92万亿元， 降1%
香港 2.31万亿元， 降7.2%
5
云 南 整 联 投 资 有 限 公 司
Private enterprises, foreign-funded enterprises import
and export growth.
Private enterprises
￥ 9.13 trillion, 6.1% ↑
Foreign-funded enterprises ￥ 2.19 trillion, 2.4% ↑
State-owned enterprises
￥ 4.59 trillion, 1.3% ↓
民营企业 外商投资企业进出口增长，国 企业进出口 降
民营企业进出口9.13万亿元，增长6.1%，占 期 国进出口总值的比
外商投资企业进出口12.19万亿元，增长2.4%，占46.1%
国 企业进出口4.59万亿元， 降1.3%，占17.4%
9/7/2015
34.5%
6
云 南 整 联 投 资 有 限 公 司
Mechanical and electrical products, steady growth of
traditional labor-intensive products export
Mechanical and electrical products
￥ 8.05 trillion, 2.6% ↑, accounting for the proportion of exports of 56%
The 7 categories of textiles, clothing, bags, footwear, toys, furniture, plastic
products export of labor-intensive products:
￥ 2.98 trillion, 4% ↑, accounting for 20.7%.
机电产品 传统劳动密集型产品出口 稳增长
机电产品出口8.05万亿元，增长2.6%，占出口总值的比
56%
纺织品 服装 箱包 鞋类 玩
家
塑料制品等7大类劳动密集型产品出口
2.98万亿元，增长4%，占20.7%
9/7/2015
7
云 南 整 联 投 资 有 限 公 司
Consumer goods imported to accelerate
Consumer goods:
Iron ore:
Soybean:
Crude oil:
Copper:
Steel:
refined oil products:
Coal:
消
￥ 936.27 billion, 14.9% ↑
￥ 930 million tons, 13.8% ↑
￥ 71.399 million tons, 12.7% ↑
￥ 310 million tons, 9.5% ↑
￥ 4.825 million tons, 7.4% ↑
￥ 14.432 million tons, 2.5% ↑
￥ 29.997 million tons , 24.2% ↓
￥ 290 million tons, 10.9% ↓
品进口加
消 品9362.7亿元，增长14.9%
铁矿石9.3亿吨，增长13.8%
大豆7139.9万吨，增长12.7%
原油3.1亿吨，增长9.5%
铜482.5万吨，增长7.4%
钢材1443.2万吨，增长2.5%
品油2999.7万吨， 降24.2%
煤炭2.9亿吨， 降10.9%
9/7/2015
8
云 南 整 联 投 资 有 限 公 司
Import and export trade between China and ASEAN 2014
Import and export trade volume in China and ASEAN: $480.125 billion, 8.23% ↑
Exports
$271.792 billion, 11.36% ↑
Imported
$208.332 billion, 4.41% ↑
Chinese total investment in ASEAN
$35.21 billion
Asean to invest in China
$91.74 billion
ASEAN is second largest source of imports & the fourth largest export market in
China
中国
中国
9/7/2015
盟进出口
易2014
盟进出口 易总额 4801.25亿美元，增长8.23%
出口2717.92亿美元，增长11.36%
进口2083.32亿美元，增长4.41%
中国在 盟国家投资总额 352.1亿美元
盟国家在中国投资917.4亿美元
盟是中国第二大进口来源地 第四大出口 场
9
云 南 整 联 投 资 有 限 公 司
Import and export proportion between China & ASEAN 2014
Myanmar:
Lao:
Vietnam:
Singapore:
Thailand:
Malaysia:
2014
中国
146.03%↑
31.87%↑
27.54% ↑
4.92% ↑
1.98% ↑
3.87% ↓
盟国家进出口比例
缅甸 增长146.03%
老挝 增长31.87%
南 增长27.54%
加坡 增长4.92%
泰国 增长1.98%
马来西亚
降3.87%
9/7/2015
10
云 南 整 联 投 资 有 限 公 司
Yunnan & ASEAN 2014
Trade total
$ 14.314 billion, 31.5% ↑, accounting for 48.3%
Small-scale border trade total
$3.579 billion, 6.8% ↑.
Among them, export $2.179 billion, 18% ↑， Imported $1.4 billion, 5.9% ↓.
2014
南
盟
易总额143.14亿美元，
比增长31.5%，占全省
边境小额 易总额35.79亿美元，增长6.8%
14亿美元， 滑5.9%
易总额的48.3%
中，出口21.79亿美元，增长18% 进口
150
100
Asean 143
Imp. 87
Exp. 55
50
0
Yunanan & Asean Trade 2014
billions of US dollars
9/7/2015
11
云 南 整 联 投 资 有 限 公 司
China import and export the first half of 2015
value of ￥11.53 trillion , 6.9% ↓
Among them:
exports ￥ 6.57 trillion, 0.9% ↑
Imports ￥ 4.96 trillion, 15.5% ↓
China to the USA ￥ 1.64 trillion, 4% ↑
China to ASEAN ￥ 1.38 trillion, 1.6% ↑
China to India ￥ 209.6 billion, 1.1% ↑
China import and export
中国进出口
2015
半
the first half of 2015
Imports
￥
trillion , 4.96
exports ￥
trillion , 6.57
exports
总值11.53万亿元人民 ， 降6.9%
中
出口6.57万亿元，增长0.9% 进口4.96万亿元，
中国对美国1.64万亿元，增长4%
盟1.38万亿元，增长1.6%
印度2096亿元，增长1.1%
9/7/2015
Imports
￥trillion
￥trillion
降15.5%
12
云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
13
云 南 整 联 投 资 有 限 公 司
China infrastructure investment
The 12th five-year-plan 2011-2015
￥ 13 trillion
The 11th five-year-plan 2006-2010
￥ 5 trillion
Key investment railway, intercity railway, highway, waterway, airports and other
major infrastructure projects.
Infrastructure investment grew by 19.1% during the first half of 2015
中国 础设施投资
第十二个五 规划 2011-2015
第十一个五 规划 2006-2010
2015 半
础设施投资
比增长19.1%
￥13万亿
￥ 5万亿
点投资铁路 城 铁路
路 水路 机场等 大
础设施 程
14
12
10
11th Fiveyear-plan
12th Fiveyear-plan
8
6
4
2
9/7/2015
0
RMB Trillion
14
云 南 整 联 投 资 有 限 公 司
China railway 2015
Chinese railway mileage of 120000
kilometers, the world's second. Among them:
high speed railway mileage of 19000
kilometers, more than the sum of each country
high-speed mileage.
中国铁路营
程12万
，世界第二
中 高 铁路 程1.9万
，超过各个国
家高铁 程的总和
9/7/2015
15
云 南 整 联 投 资 有 限 公 司
China Highway 2015
Chinese road mileage of 4.56 million kilometers.
The highway 120000 kilometers, the first in the world
Highway traffic mileage of the top five provinces in 2014:
1, Guangdong province, 6280 KM
中国 路通车 程456万
2, Hebei province, 5888 KM
中高
路12万
，世界第一
3, Sichuan province, 5500 KM
4, Hunan province, 5493 KM
2014 高 通车 程前五 的省排
5, Hubei province, 5106 KM
1 广 省 6280
2 河 省 5888
3 四 省 5500
4 湖南省 5493
5 湖 省 5106
9/7/2015
16
云 南 整 联 投 资 有 限 公 司
China sea port
Chinese sea port more than 2200 berths, capacity in the world.
The world's 10 biggest container port, 2014:
Shanghai Port: 35.285 million TEU, China
Singapore Port: 33.869 million TEU, Singapore
Shenzhen Port: 24.037 million TEU, China
Hong Kong Port: 22.287 million TEU, China
Ningbo - zhoushan Port: China
Busan Port: South Korea
Qingdao Port: China
Guangzhou Port: China
Dubai Port: united Arab emirates
Tianjin Port: China
9/7/2015
中国海港口万吨 以
吞吐能力世界第一
泊位2200多个，
全球10大集装箱港口，2014
海港 3528.5万标准箱，中国
加坡港 3386.9万标准箱， 加坡
深圳港 2403.7万标准箱，中国
香港港 2228.7万标准箱，中国
宁波-舟山港 中国
釜山港 韩国
青岛港 中国
广 港 中国
迪拜港 阿联酋
津港 中国
17
云 南 整 联 投 资 有 限 公 司
China Airport
Chinese civil airport more than 200 First six months of 2015
Air complete transport total turnover 40.51 billion ton/kilometers, 14.5% ↑.
Passengers in 210 million, 12.5% ↑; Goods or 2.991 million tons, 6.6% ↑.
Growing faster than roads, railways, waterways and other transportation.
China's top ten busiest airport in the first half of 2015
1, Beijing Capital Airport
2, Shanghai Pudong Airport
中国民用机场200多个
3, Guangzhou Baiyun Airport
2015 前6个 航空完
输总周转量
4, Chengdu Shuangliu Airport
405.1亿吨
，增长14.5%;旅客 输量
5, Shenzhen Baoan Airport
2.1亿人次，增长12.5%; 邮 输量
6, Shanghai Hongqiao Airport
299.1万吨，增长6.6% 增长 度高于
7, kunming Changshui Airport
路 铁路 水路等 他 输
8, Xi 'an Xianyang Airport
9, Chongqing Jiangbei Airport
10, Hangzhou Xiaoshan Airport
2015
半 中国十大繁忙机场
1
首都机场 2
海浦 机场
3 广
机场 4
都双流机场
5 深圳 安机场 6
海虹桥机场
7 昆明长水机场 8 西安咸阳机场
9/7/2015
18
9
庆江 机场 10 杭 萧山机场
云 南 整 联 投 资 有 限 公 司
Chinese enterprises foreign investment
(the first half of 2015)
Chinese investors in the global 147 countries/regions of 4018 foreign
companies in the direct investment, the investment of $56 billion, 29.2% ↑
China to Hong Kong / ASEAN / the European Union / Australia / USA / Russia /
Japan and other seven major economies of the investment of $43.79 billion,
accounting for 78.2% of the total amount of foreign direct investment in China the
same period.
For the ASEAN: 71.8% ↑
Hong Kong: 92.9% ↑
USA: 71.8% ↑
European Union: 1.9% ↑
Australia: 39.1% ↓
Russia: 25% ↓
other country
22%
Hong Kong / ASEAN / the European
Union / Australia / USA / Russia /
Japan and other seven major
economies of the investment
accounting
other country
Hong Kong / ASEAN /
the European Union /
Australia / USA /
中国企业对外投资 2015
半
中国投资者共对全球147个国家/地 的4018家境外企业进行了直接投资,外投资560亿
美元,增长29.2%
中国对香港
盟 欧盟 澳大利亚 美国
罗
日本等七个 要经济体的投资
达437.9亿美元，占中国 期对外直接投资总额的78.2%
对 盟92.9% 香港71.8%和美国30.1%投资增长较快，对欧盟1.9%的小幅增长 对
9/7/2015
19
澳大利亚 降39.1%和 罗
降25%
云 南 整 联 投 资 有 限 公 司
China Urban Rail Transit
Chinese urban rail transit operation of more than 3000 kilometers.
Beijing, Shanghai, the operating range of first and second largest in the world.
126000 kilometers inland waterway; Pipeline of 120000 kilometers.
中国 城
第二
轨道交通营
程3000多
内河航道12.6万
9/7/2015
，
输油管线
海的营
程位居世界第一
程12万
20
云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure Investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
21
云 南 整 联 投 资 有 限 公 司
“One Belt and One Road”Promote Connectivity
The initiatives of “Silk Road Economic Belt” and “21st Century Maritime Silk Road”
put forward by President Xi in 2013 have gained supports from more 60 countries.
The Asian Infrastructure Investment Bank (AIIB), which is devoted to infrastructure
construction, has also recruited 57 active participants.
一带一路
进
联
通
席2013 提出建设
绸之路经济带 和 21
世纪海
绸之路 的倡 ，
得到了60多个国家的支持，
投资 础设施建设的亚投行
吸引了57个国家的积极参
9/7/2015
22
云 南 整 联 投 资 有 限 公 司
The “One Belt and One Road” expands throughout the Eurasian continent, which
is connecting with the Asia-Pacific economic circle in the east and the European
economic circle in the west. It is a channel that links the east, middle and west
parts of the Eurasian continent, from East Asia to Middle Asia, Southeast Asia,
South Asia, West Asia, East Africa and Europe. It is also a main region of
economic trade and culture exchange.
一带一路 贯穿欧亚大 ， 边连接亚 经济圈，西边进入欧洲经济圈，是连
接欧亚大
中西部，从 亚到中亚
南亚 南亚 西亚
非以及欧洲的大
通道， 是经 和文 交流的 要 域
方
航线
9/7/2015
23
云 南 整 联 投 资 有 限 公 司
GENERAL GOALS
Politics: enhance mutual political trust; open up a variety of dialogues.
Culture Exchange: greater convenience for various kinds of people exchange by
means of culture, education, training, tourism and so on, thereby creating a further
open and compatible environment and laying a cultural foundation for cooperation
on politics, economy and security.
Economy: provide better transportation, energy transit, communication and
financial cooperation to support the regional economic integration program.
Construct effective and safe infrastructures for exchange of personnel, goods and
information.
总体目标
治 加强 治 信，展开多种对话
人文交流 通过文
教育
旅游等， 进多种人员往来的便利 ，更加
开
容，
治 经济 安全合作等夯 人文 础
经
济
域经济一体 提供更加便利的交通 能源 输 通信 金融
合作等条件，
域内的人员往来 物资流通 信息交换提供高效
安全的 础设施
9/7/2015
24
云 南 整 联 投 资 有 限 公 司
Policy and Legislation: Harmonious, Compatible, Welcome, Open
As for China, it is crucial to accelerate the process of reform and opening-up.
More responsibilities as a global power should be undertaken; while bilateral and
multilateral cooperation mechanism on multiple levels needs to be built.
Sign agreements and set common rules to support visa works, custom clearance,
inspection and quarantine.
Infrastructure: promote projects on transportation, telecommunication, electricity,
oil and gas to further connectivity within the region.
策 法规 协调
容 包容和开
从中国自身开始，加快国内改革 开 进程，担当大国责任，打 双边
多层次合作机制
签署协
制定共 规则， 进人员签证 物 的通
检疫检验等
础设施
通
9/7/2015
加快
域内交通
通信
电力
油气等
目建设，
进彼
多边的
间的
联
25
云 南 整 联 投 资 有 限 公 司
Implementation Principles
Market-driven:
enterprises play the leading role;
operate on commercial principles;
projects with no short-term profitability can be negotiated to carry on long-term
investment plans.
Collaboration: collaborate on negotiation, planning, construction and dividendsharing.
Step-by-step: progress steadily from easy to hard.
施原则
场 原则
以企业
体，按照商业 原则 作，短期内
开展长期投资规划
共 原则 共 协商 共 规划 共 建设 共 红利
循序渐进原则 先易 难，稳 推进
9/7/2015
盈利的
目
协商
26
云 南 整 联 投 资 有 限 公 司
Implementation Strategies
Governments advocate, enterprises lead.
Create conditions and put forward gradually, one project after another.
Establish commercial models with shared aspirations, risks and benefits.
Relevant governments have to provide collaboration mechanisms to secure
investments and administrate project operations.
施策略
府推动，企业 导
创 条件，逐
施, 熟一个 目，推进一个 目 施
建立
共 意愿 风险利益共担的商业模式
相 国家 府必 提供投资的安全保障
目 行管理
等合作机制
9/7/2015
27
云 南 整 联 投 资 有 限 公 司
One Belt And One Road
"six corridors" start planning
China - Mongolia - Russia
New Eurasian Land Bridge
China - Central Asia - West Asia
China - Indochina
一带一路
大走廊 启动规划
中蒙
亚欧大 桥 中国-中亚-西亚
中国-中南半岛 中巴 孟中印缅 大
经济走廊
China - Pakistan
China - Myanmar - India – Bangladesh
9/7/2015
28
云 南 整 联 投 资 有 限 公 司
Connectivity in East Asia
ASEAN (the Association of Southeast Asian
Nations) took the lead in promoting regional
connectivity.
The ASEAN Charter signed in 2007 put
forward strategies of strengthening
connectivity between ASEAN and other
regions.
saw the adoption of the China –
ASEAN connectivity .
China proposed to launch the
Interconnection planning of East Asia in
2014.
APEC 2014 ratified the Initiative of AsiaPacific Partnership and the regional
economic integration.
联
通在
盟
盟率先推进 联 通
2007 签署的
盟宪章 提出增强 盟
他地 联通的战略
2010 通过
盟 联 通总体规划
20149/7/2015
中国提出开展
亚 联 通规划
2014 APEC 通过亚
联 通
域经济一体 倡
29
云 南 整 联 投 资 有 限 公 司
One Belt and One Road”has achieved initial results
初
果
Top-level design
Principles, framework and key, mechanisms, policies
International consensus
Peaceful cooperation, open inclusive, each other mutual learning, mutual benefit
cooperation agreement
Many countries have signed a memorandum of understanding and the project file
construction project
China - Pakistan economic corridor project amount is $46 billion;
Jakarta - Wan Longgao high-speed railway cooperation agreement Central Asia
gas pipeline project; Moscow to kazan high-speed rail; China - Laos railway;
China - Thailand railway; China - Myanmar Kyaukpyu port projects.
security system
There have been 15 countries signed bilateral currency swap agreements,
Cross-border Renminbi settlement amount more than $2.63 trillion.
9/7/2015
30
云 南 整 联 投 资 有 限 公 司
进出口
Import and export trade
础建设投资
Infrastructure investment
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
Opportunity
Propose
9/7/2015
易
亚洲
础建设投资银行
交通网络
机
提
31
云 南 整 联 投 资 有 限 公 司
Asian Infrastructure Investment Bank (AIIB)
Aims to promote the “One Belt and One Road” construction, industrial cooperation
and financial collaboration.
Initiated and launched by 57 countries.
It provides investment and financing supports to “One Belt and One Road”
infrastructure construction, promotes infrastructure construction and connectivity
in Europe and Asia, and helps economic rejuvenation of Europe and Asia.
亚投行
旨在 进 一带一
路 建设 产业合
作 金融合作，57
国参 发起设立
利于 一带一路
础设施建设的投
融资支持， 进欧
洲和亚洲地 的
础设施建设
联
通和经济的复苏
9/7/2015
32
云 南 整 联 投 资 有 限 公 司
Asian Infrastructure Investment Bank (AIIB)
the first regional financial institution launched and managed by Asia. Open and
compatible, AIIB aims to support infrastructure construction within the region.
Create a credit system in Asia; establish a regional exchange rate coordination
mechanism; expand and improve currency-swap operations; accelerate
negotiations on free-trade area agreements; sign agreements on various
investment protection and regional personnel and goods exchange facilitation.
Resolve uncertainties through dialogues; arouse awareness of “Asia” as a unity;
cope with external interferences together.
亚洲
础设施投资银行
亚洲第一个自
础设施建设.
发起
自
管理的
域型金融组织，开
包容，力
域内
建立亚洲信用体系
域内汇率协调机制 扩大和完善
换 加快自由 易
协定谈判 签署多种投资保护协定
域性人员 物资往来便利 协定等
通过对话，
9/7/2015
解彼
疑惑，增强亚洲意识，共
对外部
扰
33
云 南 整 联 投 资 有 限 公 司
Investment projects
including transportation, energy, communications and other infrastructure
construction investment and the international cooperation capacity. Now Asia a
total of about $8 trillion of investment in infrastructure. If attract $4 trillion of capital
to participate in, you can pull some $16 trillion in total output, the contribution to
world economic growth is very obvious.
投资 目包括交通 能源 通信等 础设施的投资建设和国 产能合作
目前亚洲总共需8万亿美元 右的 础设施投资 如果吸引4万亿美元的各类资本
参 ， 以拉动大 16万亿美元的总产出，对世界经济增长的贡献十分明显
9/7/2015
34
云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
35
云 南 整 联 投 资 有 限 公 司
High speed railway
高
9/7/2015
铁路
36
云 南 整 联 投 资 有 限 公 司
The Pan Asia Railway
The constructions of railways, highways and
ports were connected to the national major
cities, sea port and industrial zone. The
railway network drive along the industrial
development and it can enhance the
regional economic cooperation.
The regional railway network will present the
"three vertical and four horizontal" network
overall pattern.
建设铁路
路
城
出海口和
产业发展， 进
域路网将呈
9/7/2015
盟泛亚铁路
港口，连接各国首都
要
业 ，以铁路网线带动沿线
域经济的合作
纵四横
路网总体格局
37
云 南 整 联 投 资 有 限 公 司
The promotion ratio of High speed rail investment
is 1:10, ASEAN high-speed railway construction
investment need hundreds of billions of dollars, it
will promote the other industries’ investments,
which may reach hundred billion dollars.
高 铁路投资拉动能力是1 10， 盟高 铁路
建设投资需要数 亿美元，它将带动 他产业的
总投资 能达到数千亿美元
9/7/2015
38
云 南 整 联 投 资 有 限 公 司
Infrastructure
Railways, Bridges, roads, water
conservancy and electricity project, etc.
础建设
铁路 桥梁
9/7/2015
路
水利和电力
目等
39
云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
40
云 南 整 联 投 资 有 限 公 司
The development trend of the next five years
International environment:
1.International economic is in a depth adjustment stage.
2.the high speed development of globalization and regional integration, such asbTPP,
TTIP, TISA, One Belt and One Road, ASEAN + 6, Asia - Pacific free trade area, etc.
3.New technology and industrial revolution is popular, for example, industrial
technology innovation, business model innovation, etc.
4.The service industry become the most important driving force in the development of
the world economy.
5.Trade protection become normal.
未来五
发展
势——国
境
1 国 经济处于深度调整阶段
2 全球一体
地 一体
度发展
TPP TTIP TISA
一带一路
盟+6 亚洲3
的科技和产业革命 在流行
业技术创
商业模式创 等
4 服务业
世界经济发展的 要动力
9/7/2015
5
易保护
常态
洋自由
易
等
41
云 南 整 联 投 资 有 限 公 司
China three major trends
1.China has the world's largest economies with steady and rapid economic
development. Chinese economy will surpass the United States, and reach the
highest in the world. China import and export amount is reached to 25% of total
world trade.
2.Chinese economy will shift from the export to the domestic demand, and shift
from driven by investment into driven by consumer. By 2020, China could reach
the world's largest consumer market.
3.The rapid development of green energy, such as forest protection, water
ecological environment improvement, green energy application, pollutant
emissions reduction. It will increase intensive use of resources.
中国
大发展
势
1 经济将 稳较快的发展，
世界最大经济体
中国经济总量将超过美国，居世界首位 中国进出口总量将世界 易总量的25%
2 中国经济将从出口型转变 国内需求型，由投资驱动转变 消 驱动 到2020
，中国 能
世界最大的消
场
3 绿色能源快 发展 森林保护 水生态 境改善 绿色能源 用 污染物排
减少，更 集 地利用资源
9/7/2015
42
云 南 整 联 投 资 有 限 公 司
“The current node layout
planning (2015-2020)”,
On May 25, 2015, the ministry of
commerce and other 10
departments released “The current
node layout planning (20152020)”, it includes 37 national
circulation node city,
66 regional circulation node cities,
" three longitudinal and five
horizontal "national trunk channel of
distribution.
2015 5 25日，商务部等10部门
发
全国流通节点城
局规划
2015-2020
，确定了37个
国家 流通节点城 ，66个 域流
通节点城 ， 3纵5横 国家流通
通道
9/7/2015
43
云 南 整 联 投 资 有 限 公 司
Nine investment opportunities
1. Maintain economic growth; Optimize the Investment and trade environment
tends.
2.Transformation of economic development mode. Investment in the fields of
consumption, agriculture, service, industry upgrading and technology upgrading
has a great opportunity to develop.
3. Optimize industrial structure. Strategic emerging industries, service industries,
creative business model will have a great opportunity.
4. The innovation driven development strategy. China will comprehensively
promote innovation in the fields of science, technology, industry, enterprise, market,
product, industry, and management.
九大投资机
1 保持经济增长 投资和 易 境 于
2 转变经济发展方式 消 领域 农业 服务业 产业升 和技术升 的投资 很大
的发展机
3
产业结构 战略
产业 服务业，创 性的商业模式将
很大的机
4 创 驱动发展战略 中国将在科技 产业 企业
场 产品 业态和管理等领域
全面推进创 ，创 发展就是机
9/7/2015
44
云 南 整 联 投 资 有 限 公 司
5, To speed up agricultural modernization. Agricultural production pattern of
industrial production has good opportunity.
6, Institutional mechanisms reform, such as stock market reform (the large
international capital market), the reform of state-owned enterprises (more
investment opportunities), etc.
7, Coordinated development. “One belt and One Road", "Beijing - Tianjin - Hebei"
integration, “Changjiang River Economic Belt" and other cooperative
development, there will be a lot of investment opportunities.
8, The construction of ecological civilization. Environmental protection industry,
pollution control industry, new energy industry have a huge investment
opportunities.
9, Improve people's livelihood, such as health care, bio pharmaceutical, health
care, etc..
5 加快农业 代
业 生产的农业生产模式
良好的机
6 体制机制改革
股 改革 国
的大型多层次资本 场
国 企业改革 更多投资机
等
7 协调发展 推动 一带一路
津冀
长江经济带 等协 发展，
大量的投资机
8 生态文明建设
境保护产业 污染治理产业
能源产业都 巨大的投资机
99/7/2015
改善民生
疗卫生 生物制药 健康 老等
45
云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
46
云 南 整 联 投 资 有 限 公 司
1 Government, research institutions and private enterprises should have
various forms of cooperation. It can help re-establishment of ASEAN
comprehensive transport planning; and specify the investment projects to
promote the ASEAN Regional Railway, highway, port, municipal,
communications, education, medical, cultural and other infrastructure projects. It
can push the economic develop.
2, The establishment of national official or non-governmental liaison agencies
and ASEAN +6 investment information platform and investment project
database, can help exchange of information in time and set up the combination
of project and capital between different countries.
1
府 研究机构和民间企业 该多种形式合作，
编制
确 体投资 目，推动 盟 域内的铁路
路 港口
疗 文 等 础设施 目的投资，拉动经济发展
2 设立各国官方或民间联络机构，建立 盟+6投资信息
及时交换信息，撮合 目 资本的结合
9/7/2015
盟综合交通规划，明
通
教育
和投资
目数据
47
，
云 南 整 联 投 资 有 限 公 司
3, Training on trade, cross-border e-commerce, cross-border logistics,
international finance, special skills to small and medium-sized enterprises
through the multi types cooperation between government, private sectors,
educational and research institutions.
4, Establish coordination mechanism for cross-border e-commerce and crossborder logistics, which can solve the difficulties in time and promote the
development of small and medium enterprises in the country.
3 通过 府部门 私营部门 教育研究机构 科研机构等宽领域 多类型加强合作，
对各国中小企业进行 易 跨境电子商务 跨境物流 国 金融 专 技能等多领域
的
4 建立跨境电子商务和跨境物流的 协调机制，及时解决存在的困难，
企业发展
9/7/2015
进各国中小
48
云 南 整 联 投 资 有 限 公 司
5, The establishment of ASEAN +6 public information platform to promote
cross-border investment / cross-border trade / cross-border logistics /
cross-border training.
6, launched the national private enterprises Think-tank Team, develop the
ASEAN +6 Think-tank Team, integrate the national intelligences, promote
regional cooperation.
5 建立
盟+6 共信息
，
进跨境投资/跨境
6 发起各国民间企业智囊联盟，形
域合作
9/7/2015
易/跨境物流/跨境
盟+6智囊机构，整合各国智能，推动
49
云 南 整 联 投 资 有 限 公 司
Thanks！
zzhm@163.com
9/7/2015
50
ASEAN+6 LOGISTICS CONNECTIVITY AT THE CROSSROADS:
PRORGESS AND FUTURE
Progress and Future of Trade Logistics
Connectivity in ASEAN+6
China
Mr. Zhang Zhenhui
Yunnan Integration Investment Co., Ltd.
4 September 2015
BITEC Bangkok Thailand
9/7/2015
云 南 整 联 投 资 有 限 公 司
Import and export trades
进出口
Infrastructure Investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
2
云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure Investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
3
云 南 整 联 投 资 有 限 公 司
Chinese import and export in 2014
China import and export value
Export
Import
Trade surplus
￥ 26.43 trillion, 2.3% ↑
￥ 14.39 trillion, 4.9% ↑
￥ 12.04 trillion, 0.6%
￥ 2.35 trillion
2014 中国进出口总值26.43万亿元人民 ，增长2.3%
中，出口14.39万亿元，
增长4.9% 进口12.04万亿元， 降0.6%
易 差2.35万亿元，扩大45.9%
9/7/2015
4
云 南 整 联 投 资 有 限 公 司
Total trade (RMB)
European Union: ￥ 3.78 trillion, 8.9%↑
United States:
￥ 3.41 trillion, 5.4% ↑
ASEAN :
￥ 2.95 trillion, 7.1% ↑
Africa:
￥ 1.36 trillion, 4.3% ↑
Russia:
￥ 585.19 billion, 5.6% ↑
India:
￥ 433.55 billion, 6.8% ↑
Japan:
￥ 1.92 trillion, 1% ↓
Hong Kong:
￥ 2.31 trillion, 7.2% ↓
9/7/2015
Five major trading partner
European Union
The United States
ASEAN
Hong Kong and
Japan
五大 易 伴
欧盟 美国
盟 香港和日本
易总额 人民
欧盟 3.78万亿元，增长8.9%
美国 3.41万亿元， 增长5.4%
盟 2.95万亿元，增长7.1%
非洲 1.36万亿元，增长4.3%
罗
5851.9亿元，增长 5.6%
印度 4335.5亿元，增长6.8%
日本 1.92万亿元， 降1%
香港 2.31万亿元， 降7.2%
5
云 南 整 联 投 资 有 限 公 司
Private enterprises, foreign-funded enterprises import
and export growth.
Private enterprises
￥ 9.13 trillion, 6.1% ↑
Foreign-funded enterprises ￥ 2.19 trillion, 2.4% ↑
State-owned enterprises
￥ 4.59 trillion, 1.3% ↓
民营企业 外商投资企业进出口增长，国 企业进出口 降
民营企业进出口9.13万亿元，增长6.1%，占 期 国进出口总值的比
外商投资企业进出口12.19万亿元，增长2.4%，占46.1%
国 企业进出口4.59万亿元， 降1.3%，占17.4%
9/7/2015
34.5%
6
云 南 整 联 投 资 有 限 公 司
Mechanical and electrical products, steady growth of
traditional labor-intensive products export
Mechanical and electrical products
￥ 8.05 trillion, 2.6% ↑, accounting for the proportion of exports of 56%
The 7 categories of textiles, clothing, bags, footwear, toys, furniture, plastic
products export of labor-intensive products:
￥ 2.98 trillion, 4% ↑, accounting for 20.7%.
机电产品 传统劳动密集型产品出口 稳增长
机电产品出口8.05万亿元，增长2.6%，占出口总值的比
56%
纺织品 服装 箱包 鞋类 玩
家
塑料制品等7大类劳动密集型产品出口
2.98万亿元，增长4%，占20.7%
9/7/2015
7
云 南 整 联 投 资 有 限 公 司
Consumer goods imported to accelerate
Consumer goods:
Iron ore:
Soybean:
Crude oil:
Copper:
Steel:
refined oil products:
Coal:
消
￥ 936.27 billion, 14.9% ↑
￥ 930 million tons, 13.8% ↑
￥ 71.399 million tons, 12.7% ↑
￥ 310 million tons, 9.5% ↑
￥ 4.825 million tons, 7.4% ↑
￥ 14.432 million tons, 2.5% ↑
￥ 29.997 million tons , 24.2% ↓
￥ 290 million tons, 10.9% ↓
品进口加
消 品9362.7亿元，增长14.9%
铁矿石9.3亿吨，增长13.8%
大豆7139.9万吨，增长12.7%
原油3.1亿吨，增长9.5%
铜482.5万吨，增长7.4%
钢材1443.2万吨，增长2.5%
品油2999.7万吨， 降24.2%
煤炭2.9亿吨， 降10.9%
9/7/2015
8
云 南 整 联 投 资 有 限 公 司
Import and export trade between China and ASEAN 2014
Import and export trade volume in China and ASEAN: $480.125 billion, 8.23% ↑
Exports
$271.792 billion, 11.36% ↑
Imported
$208.332 billion, 4.41% ↑
Chinese total investment in ASEAN
$35.21 billion
Asean to invest in China
$91.74 billion
ASEAN is second largest source of imports & the fourth largest export market in
China
中国
中国
9/7/2015
盟进出口
易2014
盟进出口 易总额 4801.25亿美元，增长8.23%
出口2717.92亿美元，增长11.36%
进口2083.32亿美元，增长4.41%
中国在 盟国家投资总额 352.1亿美元
盟国家在中国投资917.4亿美元
盟是中国第二大进口来源地 第四大出口 场
9
云 南 整 联 投 资 有 限 公 司
Import and export proportion between China & ASEAN 2014
Myanmar:
Lao:
Vietnam:
Singapore:
Thailand:
Malaysia:
2014
中国
146.03%↑
31.87%↑
27.54% ↑
4.92% ↑
1.98% ↑
3.87% ↓
盟国家进出口比例
缅甸 增长146.03%
老挝 增长31.87%
南 增长27.54%
加坡 增长4.92%
泰国 增长1.98%
马来西亚
降3.87%
9/7/2015
10
云 南 整 联 投 资 有 限 公 司
Yunnan & ASEAN 2014
Trade total
$ 14.314 billion, 31.5% ↑, accounting for 48.3%
Small-scale border trade total
$3.579 billion, 6.8% ↑.
Among them, export $2.179 billion, 18% ↑， Imported $1.4 billion, 5.9% ↓.
2014
南
盟
易总额143.14亿美元，
比增长31.5%，占全省
边境小额 易总额35.79亿美元，增长6.8%
14亿美元， 滑5.9%
易总额的48.3%
中，出口21.79亿美元，增长18% 进口
150
100
Asean 143
Imp. 87
Exp. 55
50
0
Yunanan & Asean Trade 2014
billions of US dollars
9/7/2015
11
云 南 整 联 投 资 有 限 公 司
China import and export the first half of 2015
value of ￥11.53 trillion , 6.9% ↓
Among them:
exports ￥ 6.57 trillion, 0.9% ↑
Imports ￥ 4.96 trillion, 15.5% ↓
China to the USA ￥ 1.64 trillion, 4% ↑
China to ASEAN ￥ 1.38 trillion, 1.6% ↑
China to India ￥ 209.6 billion, 1.1% ↑
China import and export
中国进出口
2015
半
the first half of 2015
Imports
￥
trillion , 4.96
exports ￥
trillion , 6.57
exports
总值11.53万亿元人民 ， 降6.9%
中
出口6.57万亿元，增长0.9% 进口4.96万亿元，
中国对美国1.64万亿元，增长4%
盟1.38万亿元，增长1.6%
印度2096亿元，增长1.1%
9/7/2015
Imports
￥trillion
￥trillion
降15.5%
12
云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
13
云 南 整 联 投 资 有 限 公 司
China infrastructure investment
The 12th five-year-plan 2011-2015
￥ 13 trillion
The 11th five-year-plan 2006-2010
￥ 5 trillion
Key investment railway, intercity railway, highway, waterway, airports and other
major infrastructure projects.
Infrastructure investment grew by 19.1% during the first half of 2015
中国 础设施投资
第十二个五 规划 2011-2015
第十一个五 规划 2006-2010
2015 半
础设施投资
比增长19.1%
￥13万亿
￥ 5万亿
点投资铁路 城 铁路
路 水路 机场等 大
础设施 程
14
12
10
11th Fiveyear-plan
12th Fiveyear-plan
8
6
4
2
9/7/2015
0
RMB Trillion
14
云 南 整 联 投 资 有 限 公 司
China railway 2015
Chinese railway mileage of 120000
kilometers, the world's second. Among them:
high speed railway mileage of 19000
kilometers, more than the sum of each country
high-speed mileage.
中国铁路营
程12万
，世界第二
中 高 铁路 程1.9万
，超过各个国
家高铁 程的总和
9/7/2015
15
云 南 整 联 投 资 有 限 公 司
China Highway 2015
Chinese road mileage of 4.56 million kilometers.
The highway 120000 kilometers, the first in the world
Highway traffic mileage of the top five provinces in 2014:
1, Guangdong province, 6280 KM
中国 路通车 程456万
2, Hebei province, 5888 KM
中高
路12万
，世界第一
3, Sichuan province, 5500 KM
4, Hunan province, 5493 KM
2014 高 通车 程前五 的省排
5, Hubei province, 5106 KM
1 广 省 6280
2 河 省 5888
3 四 省 5500
4 湖南省 5493
5 湖 省 5106
9/7/2015
16
云 南 整 联 投 资 有 限 公 司
China sea port
Chinese sea port more than 2200 berths, capacity in the world.
The world's 10 biggest container port, 2014:
Shanghai Port: 35.285 million TEU, China
Singapore Port: 33.869 million TEU, Singapore
Shenzhen Port: 24.037 million TEU, China
Hong Kong Port: 22.287 million TEU, China
Ningbo - zhoushan Port: China
Busan Port: South Korea
Qingdao Port: China
Guangzhou Port: China
Dubai Port: united Arab emirates
Tianjin Port: China
9/7/2015
中国海港口万吨 以
吞吐能力世界第一
泊位2200多个，
全球10大集装箱港口，2014
海港 3528.5万标准箱，中国
加坡港 3386.9万标准箱， 加坡
深圳港 2403.7万标准箱，中国
香港港 2228.7万标准箱，中国
宁波-舟山港 中国
釜山港 韩国
青岛港 中国
广 港 中国
迪拜港 阿联酋
津港 中国
17
云 南 整 联 投 资 有 限 公 司
China Airport
Chinese civil airport more than 200 First six months of 2015
Air complete transport total turnover 40.51 billion ton/kilometers, 14.5% ↑.
Passengers in 210 million, 12.5% ↑; Goods or 2.991 million tons, 6.6% ↑.
Growing faster than roads, railways, waterways and other transportation.
China's top ten busiest airport in the first half of 2015
1, Beijing Capital Airport
2, Shanghai Pudong Airport
中国民用机场200多个
3, Guangzhou Baiyun Airport
2015 前6个 航空完
输总周转量
4, Chengdu Shuangliu Airport
405.1亿吨
，增长14.5%;旅客 输量
5, Shenzhen Baoan Airport
2.1亿人次，增长12.5%; 邮 输量
6, Shanghai Hongqiao Airport
299.1万吨，增长6.6% 增长 度高于
7, kunming Changshui Airport
路 铁路 水路等 他 输
8, Xi 'an Xianyang Airport
9, Chongqing Jiangbei Airport
10, Hangzhou Xiaoshan Airport
2015
半 中国十大繁忙机场
1
首都机场 2
海浦 机场
3 广
机场 4
都双流机场
5 深圳 安机场 6
海虹桥机场
7 昆明长水机场 8 西安咸阳机场
9/7/2015
18
9
庆江 机场 10 杭 萧山机场
云 南 整 联 投 资 有 限 公 司
Chinese enterprises foreign investment
(the first half of 2015)
Chinese investors in the global 147 countries/regions of 4018 foreign
companies in the direct investment, the investment of $56 billion, 29.2% ↑
China to Hong Kong / ASEAN / the European Union / Australia / USA / Russia /
Japan and other seven major economies of the investment of $43.79 billion,
accounting for 78.2% of the total amount of foreign direct investment in China the
same period.
For the ASEAN: 71.8% ↑
Hong Kong: 92.9% ↑
USA: 71.8% ↑
European Union: 1.9% ↑
Australia: 39.1% ↓
Russia: 25% ↓
other country
22%
Hong Kong / ASEAN / the European
Union / Australia / USA / Russia /
Japan and other seven major
economies of the investment
accounting
other country
Hong Kong / ASEAN /
the European Union /
Australia / USA /
中国企业对外投资 2015
半
中国投资者共对全球147个国家/地 的4018家境外企业进行了直接投资,外投资560亿
美元,增长29.2%
中国对香港
盟 欧盟 澳大利亚 美国
罗
日本等七个 要经济体的投资
达437.9亿美元，占中国 期对外直接投资总额的78.2%
对 盟92.9% 香港71.8%和美国30.1%投资增长较快，对欧盟1.9%的小幅增长 对
9/7/2015
19
澳大利亚 降39.1%和 罗
降25%
云 南 整 联 投 资 有 限 公 司
China Urban Rail Transit
Chinese urban rail transit operation of more than 3000 kilometers.
Beijing, Shanghai, the operating range of first and second largest in the world.
126000 kilometers inland waterway; Pipeline of 120000 kilometers.
中国 城
第二
轨道交通营
程3000多
内河航道12.6万
9/7/2015
，
输油管线
海的营
程位居世界第一
程12万
20
云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure Investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
21
云 南 整 联 投 资 有 限 公 司
“One Belt and One Road”Promote Connectivity
The initiatives of “Silk Road Economic Belt” and “21st Century Maritime Silk Road”
put forward by President Xi in 2013 have gained supports from more 60 countries.
The Asian Infrastructure Investment Bank (AIIB), which is devoted to infrastructure
construction, has also recruited 57 active participants.
一带一路
进
联
通
席2013 提出建设
绸之路经济带 和 21
世纪海
绸之路 的倡 ，
得到了60多个国家的支持，
投资 础设施建设的亚投行
吸引了57个国家的积极参
9/7/2015
22
云 南 整 联 投 资 有 限 公 司
The “One Belt and One Road” expands throughout the Eurasian continent, which
is connecting with the Asia-Pacific economic circle in the east and the European
economic circle in the west. It is a channel that links the east, middle and west
parts of the Eurasian continent, from East Asia to Middle Asia, Southeast Asia,
South Asia, West Asia, East Africa and Europe. It is also a main region of
economic trade and culture exchange.
一带一路 贯穿欧亚大 ， 边连接亚 经济圈，西边进入欧洲经济圈，是连
接欧亚大
中西部，从 亚到中亚
南亚 南亚 西亚
非以及欧洲的大
通道， 是经 和文 交流的 要 域
方
航线
9/7/2015
23
云 南 整 联 投 资 有 限 公 司
GENERAL GOALS
Politics: enhance mutual political trust; open up a variety of dialogues.
Culture Exchange: greater convenience for various kinds of people exchange by
means of culture, education, training, tourism and so on, thereby creating a further
open and compatible environment and laying a cultural foundation for cooperation
on politics, economy and security.
Economy: provide better transportation, energy transit, communication and
financial cooperation to support the regional economic integration program.
Construct effective and safe infrastructures for exchange of personnel, goods and
information.
总体目标
治 加强 治 信，展开多种对话
人文交流 通过文
教育
旅游等， 进多种人员往来的便利 ，更加
开
容，
治 经济 安全合作等夯 人文 础
经
济
域经济一体 提供更加便利的交通 能源 输 通信 金融
合作等条件，
域内的人员往来 物资流通 信息交换提供高效
安全的 础设施
9/7/2015
24
云 南 整 联 投 资 有 限 公 司
Policy and Legislation: Harmonious, Compatible, Welcome, Open
As for China, it is crucial to accelerate the process of reform and opening-up.
More responsibilities as a global power should be undertaken; while bilateral and
multilateral cooperation mechanism on multiple levels needs to be built.
Sign agreements and set common rules to support visa works, custom clearance,
inspection and quarantine.
Infrastructure: promote projects on transportation, telecommunication, electricity,
oil and gas to further connectivity within the region.
策 法规 协调
容 包容和开
从中国自身开始，加快国内改革 开 进程，担当大国责任，打 双边
多层次合作机制
签署协
制定共 规则， 进人员签证 物 的通
检疫检验等
础设施
通
9/7/2015
加快
域内交通
通信
电力
油气等
目建设，
进彼
多边的
间的
联
25
云 南 整 联 投 资 有 限 公 司
Implementation Principles
Market-driven:
enterprises play the leading role;
operate on commercial principles;
projects with no short-term profitability can be negotiated to carry on long-term
investment plans.
Collaboration: collaborate on negotiation, planning, construction and dividendsharing.
Step-by-step: progress steadily from easy to hard.
施原则
场 原则
以企业
体，按照商业 原则 作，短期内
开展长期投资规划
共 原则 共 协商 共 规划 共 建设 共 红利
循序渐进原则 先易 难，稳 推进
9/7/2015
盈利的
目
协商
26
云 南 整 联 投 资 有 限 公 司
Implementation Strategies
Governments advocate, enterprises lead.
Create conditions and put forward gradually, one project after another.
Establish commercial models with shared aspirations, risks and benefits.
Relevant governments have to provide collaboration mechanisms to secure
investments and administrate project operations.
施策略
府推动，企业 导
创 条件，逐
施, 熟一个 目，推进一个 目 施
建立
共 意愿 风险利益共担的商业模式
相 国家 府必 提供投资的安全保障
目 行管理
等合作机制
9/7/2015
27
云 南 整 联 投 资 有 限 公 司
One Belt And One Road
"six corridors" start planning
China - Mongolia - Russia
New Eurasian Land Bridge
China - Central Asia - West Asia
China - Indochina
一带一路
大走廊 启动规划
中蒙
亚欧大 桥 中国-中亚-西亚
中国-中南半岛 中巴 孟中印缅 大
经济走廊
China - Pakistan
China - Myanmar - India – Bangladesh
9/7/2015
28
云 南 整 联 投 资 有 限 公 司
Connectivity in East Asia
ASEAN (the Association of Southeast Asian
Nations) took the lead in promoting regional
connectivity.
The ASEAN Charter signed in 2007 put
forward strategies of strengthening
connectivity between ASEAN and other
regions.
saw the adoption of the China –
ASEAN connectivity .
China proposed to launch the
Interconnection planning of East Asia in
2014.
APEC 2014 ratified the Initiative of AsiaPacific Partnership and the regional
economic integration.
联
通在
盟
盟率先推进 联 通
2007 签署的
盟宪章 提出增强 盟
他地 联通的战略
2010 通过
盟 联 通总体规划
20149/7/2015
中国提出开展
亚 联 通规划
2014 APEC 通过亚
联 通
域经济一体 倡
29
云 南 整 联 投 资 有 限 公 司
One Belt and One Road”has achieved initial results
初
果
Top-level design
Principles, framework and key, mechanisms, policies
International consensus
Peaceful cooperation, open inclusive, each other mutual learning, mutual benefit
cooperation agreement
Many countries have signed a memorandum of understanding and the project file
construction project
China - Pakistan economic corridor project amount is $46 billion;
Jakarta - Wan Longgao high-speed railway cooperation agreement Central Asia
gas pipeline project; Moscow to kazan high-speed rail; China - Laos railway;
China - Thailand railway; China - Myanmar Kyaukpyu port projects.
security system
There have been 15 countries signed bilateral currency swap agreements,
Cross-border Renminbi settlement amount more than $2.63 trillion.
9/7/2015
30
云 南 整 联 投 资 有 限 公 司
进出口
Import and export trade
础建设投资
Infrastructure investment
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
Opportunity
Propose
9/7/2015
易
亚洲
础建设投资银行
交通网络
机
提
31
云 南 整 联 投 资 有 限 公 司
Asian Infrastructure Investment Bank (AIIB)
Aims to promote the “One Belt and One Road” construction, industrial cooperation
and financial collaboration.
Initiated and launched by 57 countries.
It provides investment and financing supports to “One Belt and One Road”
infrastructure construction, promotes infrastructure construction and connectivity
in Europe and Asia, and helps economic rejuvenation of Europe and Asia.
亚投行
旨在 进 一带一
路 建设 产业合
作 金融合作，57
国参 发起设立
利于 一带一路
础设施建设的投
融资支持， 进欧
洲和亚洲地 的
础设施建设
联
通和经济的复苏
9/7/2015
32
云 南 整 联 投 资 有 限 公 司
Asian Infrastructure Investment Bank (AIIB)
the first regional financial institution launched and managed by Asia. Open and
compatible, AIIB aims to support infrastructure construction within the region.
Create a credit system in Asia; establish a regional exchange rate coordination
mechanism; expand and improve currency-swap operations; accelerate
negotiations on free-trade area agreements; sign agreements on various
investment protection and regional personnel and goods exchange facilitation.
Resolve uncertainties through dialogues; arouse awareness of “Asia” as a unity;
cope with external interferences together.
亚洲
础设施投资银行
亚洲第一个自
础设施建设.
发起
自
管理的
域型金融组织，开
包容，力
域内
建立亚洲信用体系
域内汇率协调机制 扩大和完善
换 加快自由 易
协定谈判 签署多种投资保护协定
域性人员 物资往来便利 协定等
通过对话，
9/7/2015
解彼
疑惑，增强亚洲意识，共
对外部
扰
33
云 南 整 联 投 资 有 限 公 司
Investment projects
including transportation, energy, communications and other infrastructure
construction investment and the international cooperation capacity. Now Asia a
total of about $8 trillion of investment in infrastructure. If attract $4 trillion of capital
to participate in, you can pull some $16 trillion in total output, the contribution to
world economic growth is very obvious.
投资 目包括交通 能源 通信等 础设施的投资建设和国 产能合作
目前亚洲总共需8万亿美元 右的 础设施投资 如果吸引4万亿美元的各类资本
参 ， 以拉动大 16万亿美元的总产出，对世界经济增长的贡献十分明显
9/7/2015
34
云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
35
云 南 整 联 投 资 有 限 公 司
High speed railway
高
9/7/2015
铁路
36
云 南 整 联 投 资 有 限 公 司
The Pan Asia Railway
The constructions of railways, highways and
ports were connected to the national major
cities, sea port and industrial zone. The
railway network drive along the industrial
development and it can enhance the
regional economic cooperation.
The regional railway network will present the
"three vertical and four horizontal" network
overall pattern.
建设铁路
路
城
出海口和
产业发展， 进
域路网将呈
9/7/2015
盟泛亚铁路
港口，连接各国首都
要
业 ，以铁路网线带动沿线
域经济的合作
纵四横
路网总体格局
37
云 南 整 联 投 资 有 限 公 司
The promotion ratio of High speed rail investment
is 1:10, ASEAN high-speed railway construction
investment need hundreds of billions of dollars, it
will promote the other industries’ investments,
which may reach hundred billion dollars.
高 铁路投资拉动能力是1 10， 盟高 铁路
建设投资需要数 亿美元，它将带动 他产业的
总投资 能达到数千亿美元
9/7/2015
38
云 南 整 联 投 资 有 限 公 司
Infrastructure
Railways, Bridges, roads, water
conservancy and electricity project, etc.
础建设
铁路 桥梁
9/7/2015
路
水利和电力
目等
39
云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
9/7/2015
40
云 南 整 联 投 资 有 限 公 司
The development trend of the next five years
International environment:
1.International economic is in a depth adjustment stage.
2.the high speed development of globalization and regional integration, such asbTPP,
TTIP, TISA, One Belt and One Road, ASEAN + 6, Asia - Pacific free trade area, etc.
3.New technology and industrial revolution is popular, for example, industrial
technology innovation, business model innovation, etc.
4.The service industry become the most important driving force in the development of
the world economy.
5.Trade protection become normal.
未来五
发展
势——国
境
1 国 经济处于深度调整阶段
2 全球一体
地 一体
度发展
TPP TTIP TISA
一带一路
盟+6 亚洲3
的科技和产业革命 在流行
业技术创
商业模式创 等
4 服务业
世界经济发展的 要动力
9/7/2015
5
易保护
常态
洋自由
易
等
41
云 南 整 联 投 资 有 限 公 司
China three major trends
1.China has the world's largest economies with steady and rapid economic
development. Chinese economy will surpass the United States, and reach the
highest in the world. China import and export amount is reached to 25% of total
world trade.
2.Chinese economy will shift from the export to the domestic demand, and shift
from driven by investment into driven by consumer. By 2020, China could reach
the world's largest consumer market.
3.The rapid development of green energy, such as forest protection, water
ecological environment improvement, green energy application, pollutant
emissions reduction. It will increase intensive use of resources.
中国
大发展
势
1 经济将 稳较快的发展，
世界最大经济体
中国经济总量将超过美国，居世界首位 中国进出口总量将世界 易总量的25%
2 中国经济将从出口型转变 国内需求型，由投资驱动转变 消 驱动 到2020
，中国 能
世界最大的消
场
3 绿色能源快 发展 森林保护 水生态 境改善 绿色能源 用 污染物排
减少，更 集 地利用资源
9/7/2015
42
云 南 整 联 投 资 有 限 公 司
“The current node layout
planning (2015-2020)”,
On May 25, 2015, the ministry of
commerce and other 10
departments released “The current
node layout planning (20152020)”, it includes 37 national
circulation node city,
66 regional circulation node cities,
" three longitudinal and five
horizontal "national trunk channel of
distribution.
2015 5 25日，商务部等10部门
发
全国流通节点城
局规划
2015-2020
，确定了37个
国家 流通节点城 ，66个 域流
通节点城 ， 3纵5横 国家流通
通道
9/7/2015
43
云 南 整 联 投 资 有 限 公 司
Nine investment opportunities
1. Maintain economic growth; Optimize the Investment and trade environment
tends.
2.Transformation of economic development mode. Investment in the fields of
consumption, agriculture, service, industry upgrading and technology upgrading
has a great opportunity to develop.
3. Optimize industrial structure. Strategic emerging industries, service industries,
creative business model will have a great opportunity.
4. The innovation driven development strategy. China will comprehensively
promote innovation in the fields of science, technology, industry, enterprise, market,
product, industry, and management.
九大投资机
1 保持经济增长 投资和 易 境 于
2 转变经济发展方式 消 领域 农业 服务业 产业升 和技术升 的投资 很大
的发展机
3
产业结构 战略
产业 服务业，创 性的商业模式将
很大的机
4 创 驱动发展战略 中国将在科技 产业 企业
场 产品 业态和管理等领域
全面推进创 ，创 发展就是机
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云 南 整 联 投 资 有 限 公 司
5, To speed up agricultural modernization. Agricultural production pattern of
industrial production has good opportunity.
6, Institutional mechanisms reform, such as stock market reform (the large
international capital market), the reform of state-owned enterprises (more
investment opportunities), etc.
7, Coordinated development. “One belt and One Road", "Beijing - Tianjin - Hebei"
integration, “Changjiang River Economic Belt" and other cooperative
development, there will be a lot of investment opportunities.
8, The construction of ecological civilization. Environmental protection industry,
pollution control industry, new energy industry have a huge investment
opportunities.
9, Improve people's livelihood, such as health care, bio pharmaceutical, health
care, etc..
5 加快农业 代
业 生产的农业生产模式
良好的机
6 体制机制改革
股 改革 国
的大型多层次资本 场
国 企业改革 更多投资机
等
7 协调发展 推动 一带一路
津冀
长江经济带 等协 发展，
大量的投资机
8 生态文明建设
境保护产业 污染治理产业
能源产业都 巨大的投资机
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改善民生
疗卫生 生物制药 健康 老等
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云 南 整 联 投 资 有 限 公 司
Import and export trade
进出口
Infrastructure investment
础建设投资
一带一路
One Belt and One Road
The Asian Infrastructure
Investment Bank (AIIB)
Transportation Net
易
亚洲
础建设投资银行
交通网络
Opportunity
机
Propose
提
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云 南 整 联 投 资 有 限 公 司
1 Government, research institutions and private enterprises should have
various forms of cooperation. It can help re-establishment of ASEAN
comprehensive transport planning; and specify the investment projects to
promote the ASEAN Regional Railway, highway, port, municipal,
communications, education, medical, cultural and other infrastructure projects. It
can push the economic develop.
2, The establishment of national official or non-governmental liaison agencies
and ASEAN +6 investment information platform and investment project
database, can help exchange of information in time and set up the combination
of project and capital between different countries.
1
府 研究机构和民间企业 该多种形式合作，
编制
确 体投资 目，推动 盟 域内的铁路
路 港口
疗 文 等 础设施 目的投资，拉动经济发展
2 设立各国官方或民间联络机构，建立 盟+6投资信息
及时交换信息，撮合 目 资本的结合
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盟综合交通规划，明
通
教育
和投资
目数据
47
，
云 南 整 联 投 资 有 限 公 司
3, Training on trade, cross-border e-commerce, cross-border logistics,
international finance, special skills to small and medium-sized enterprises
through the multi types cooperation between government, private sectors,
educational and research institutions.
4, Establish coordination mechanism for cross-border e-commerce and crossborder logistics, which can solve the difficulties in time and promote the
development of small and medium enterprises in the country.
3 通过 府部门 私营部门 教育研究机构 科研机构等宽领域 多类型加强合作，
对各国中小企业进行 易 跨境电子商务 跨境物流 国 金融 专 技能等多领域
的
4 建立跨境电子商务和跨境物流的 协调机制，及时解决存在的困难，
企业发展
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进各国中小
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云 南 整 联 投 资 有 限 公 司
5, The establishment of ASEAN +6 public information platform to promote
cross-border investment / cross-border trade / cross-border logistics /
cross-border training.
6, launched the national private enterprises Think-tank Team, develop the
ASEAN +6 Think-tank Team, integrate the national intelligences, promote
regional cooperation.
5 建立
盟+6 共信息
，
进跨境投资/跨境
6 发起各国民间企业智囊联盟，形
域合作
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易/跨境物流/跨境
盟+6智囊机构，整合各国智能，推动
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云 南 整 联 投 资 有 限 公 司
Thanks！
zzhm@163.com
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